Management Trades 07/05 – 11/05
Notable Transactions Buy(s) THB BLAND – This is heavy buying of the warrant by the owner SIMAT – A rare purchase by a director of this company. Given the size it was probably off the market Sell(s) THB N/a
Read More →Tag: Thai equities market
Market Update 07/05 – 11/05
The reason the mining sector is down this much is purely due to SQ. Two reasons 1) Lost a bid to ITD 2) Landslide resulted in the project being unable to make $ for the next few quarters. As for the rest of the sectors…same story.
Read More →Random Thoughts: Potential changes to the SET50 and SET 100, Telco Auctions, Malaysian Elections
Potential Changes to the SET50 and SET100 These names have not been confirmed yet but brokers are expecting that these will be the changes. SET50 Expected Additions: BGRIM, DELTA, ESSO, KTC, RATCH Expected Deletions: BCP, KCE, PSH, TPIPP, WHA SET100 Expected Additions: BLA, ERW, MBK, PRM, PTL, RS, THANI, VGI Expected Deletions: ANAN, BA, BIG, […]
Read More →WHTW Top 10: 07/05 – 11/05
Thai National Shippers’ Council (TNSC) raised their forecast for Thailand’s export growth to 8% this year. The more upbeat outlook is due to stronger demand from both key and non-key trading partners. The TNSC also noted that the Thai export structure has become more balanced. (IQ Biz, 9/5/2018) Thai Industries Sentiment Index (TISI) dipped in […]
Read More →Stocks in the news (anan, chewa, com7, cpn, eastw, ivl, modern, mtc, psh, ptg, pttgc, thcom, tk) 11.05.18
ANAN ANAN had transfers of Bt3.84bn (+72%) and sales of Bt6.685bn (+51%). It maintains its 2018 transfer target of Bt38bn (+152%). It has Bt53.6bn of backlog. (Thun Hoon, 11/5/18) Comment: But the hangover of Ashton Asoke is going to cap upside regardless of how well the company is performing CHEWA CHEWA had net profit of […]
Read More →Stocks in the news (ait, ama, atp30, ck, cpt, egco, epg, icn, sgp, siri, tcap, tks, toa tog, top, tu, wph) 10.05.18
AIT AIT reported a 1Q18 net profit of Bt67mn, down 49.4% YoY. Its backlog of Bt3.1bn will be mostly booked this year. It targets 2018 revenue to grow 10% to achieve Bt6bn. (Khao Hoon, 10/5/18) Comment: It has been a difficult period for the IT players since the military took over. AMA AMA will add […]
Read More →Stocks in the news (scb, kbank, bbl, ktb, bcpg, bm, br, chayo, cmo, ekh, fgi, grand, inet, ktc, pcsgh, ppp, prm, samco, smart, spcg, thre, tmill, tpipp, utp) 09.05.18
Banks SCB, KBANK and BBL will reverse provisions, which will raise profit, if IFRS 9 is postponed to 2022.  SCB has made provisions of Bt26bn, KBANK Bt34bn and BBL Bt20bn. KTB has set aside Bt40bn provisions and it will book a profit if AQ can liquidate its land and repay debt. (Kao Hoon, 9/5/18) Comment: So […]
Read More →Stocks in the news (com7, kbank, ddd, gland, gpsc, human, ihl, irpc, pttgc, qtc, samart, tu) 08.05.18
COM7, KBANK KBANK has partnered with SET-listed COM7, a distributor of peripheral computer devices, to set up mini-branches in Banana IT shops to take advantage of a 50% lower operating cost compared to a normal branch. KBANK plans to open 20 new mini-branches over the next three years and it is in talks with another […]
Read More →Stocks in the news (aree, advanc, akr, bigc, intuch, irpc, kbank, lalin, thcom, tpipp) 07.05.18
AREE Areeya Property Public Co., Ltd. provides luxury brand “THE AVA RESIDENCE Sukhumvit 77” with project value of up to Bt2.5bn and priced at Bt35-80mn per unit under the concept of esthetics and lifestyle.) Bangkok Today, 5 / 18( 7/ Comment: There has not been much news from this company but their stock price has […]
Read More →Management Trades 30/04 – 04/05
Notable Transactions Buy(s) THB 796 mn SUPER – Just a block between the two major shareholders. Sell(s) THB 27 mn N/A
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